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Research on economic and financial socialisation in Poland and worldwide: A bibliometric analysis

Author

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  • Julita Żebrowska

    (Poznań University of Economics and Business, Poznań, Poland)

  • Joanna Lizińska

    (Poznań University of Economics and Business, Poznań, Poland)

Abstract

Economic and financial socialisation is essential for building a person’s confidence in managing finances independently and fostering financial self-sufficiency. The growing complexity of the financial environment, marked by market globalisation, digital transformation and accessibility of sophisticated financial products, creates unprecedented challenges for individual financial decision-making. This situation is further complicated by generational changes and challenges such as underperforming pension systems, making research on economic and financial socialisation particularly relevant and timely. The aim of this article is to review research on economic and financial socialisation, enabling a comprehensive mapping of existing studies and the identification of key topics and underexplored areas that may guide future studies. Conclusions are drawn from a quantified bibliometric analysis of articles from the Scopus database, supplemented by an in-depth content analysis of purposefully selected scientific works. The analysis was conducted using the R environment, specifically the Bibliometrix package and the Biblioshiny functionality. The findings map the status and developments of the research existing in the field, indicating also a need for further research into the impact of economic and financial socialisation on a broad spectrum of financial decision-making in adulthood.

Suggested Citation

  • Julita Żebrowska & Joanna Lizińska, 2025. "Research on economic and financial socialisation in Poland and worldwide: A bibliometric analysis," Research Papers in Economics and Finance, Poznań University of Economics and Business, vol. 9(1), pages 29-54, August.
    • Handle: RePEc:jbl:ref000:v:9:y:2025:i:1:id:1926
    DOI: 10.18559/ref.2025.1.1926
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    References listed on IDEAS

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    1. Žan Lep & Maja Zupančič & Mojca Poredoš, 2022. "Saving of Freshmen and Their Parents in Slovenia: Saving Motives and Links to Parental Financial Socialization," Journal of Family and Economic Issues, Springer, vol. 43(4), pages 756-773, December.
    2. Elise Frølich Furrebøe & Ellen Katrine Nyhus & Andrew Musau, 2023. "Gender differences in recollections of economic socialization, financial self‐efficacy, and financial literacy," Journal of Consumer Affairs, Wiley Blackwell, vol. 57(1), pages 69-91, January.
    3. Sheza Riaz & Hadi Hassan Khan & Bilal Sarwar & Wahab Ahmed & Noor Muhammad & Sajjida Reza & Sheikh Muhammad Nabeel Ul Haq, 2022. "Influence of Financial Social Agents and Attitude Toward Money on Financial Literacy: The Mediating Role of Financial Self-Efficacy and Moderating Role of Mindfulness," SAGE Open, , vol. 12(3), pages 21582440221, August.
    4. Ashley B. LeBaron & Heather H. Kelley, 2021. "Financial Socialization: A Decade in Review," Journal of Family and Economic Issues, Springer, vol. 42(1), pages 195-206, July.
    5. Ashley B. LeBaron, 2019. "The Socialization of Financial Giving: A Multigenerational Exploration," Journal of Family and Economic Issues, Springer, vol. 40(4), pages 633-646, December.
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